Templates in the new and classic interfaces

The instructions below create classic custom report templates. They save the classic report's parameters and columns for reuse.

For new client-facing reports, use Deliverable templates. For reusable table filters, sorting, grouping and columns, use saved views.

These workflows do not automatically convert or reproduce a classic custom report template. Before migrating one, compare its filters, columns, sort order and PDF layout for representative clients. Check scheduled output and recipients separately.

Keep using an existing classic template where its requirements are not covered and classic access remains available. The new interface's Legacy Reports tab manages existing schedules; it is not a classic template authoring tool. Ask ScalePad Support about unsupported migration requirements.